Berman Capital Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $491K | Buy |
587
+128
| +28% | +$107K | 0.08% | 136 |
|
|
2021
Q2 | $401K | Buy |
459
+105
| +30% | +$91.7K | 0.06% | 144 |
|
|
2021
Q1 | $266K | Buy |
354
+67
| +23% | +$50.3K | 0.06% | 161 |
|
|
2020
Q4 | $206K | Buy |
287
+15
| +6% | +$10.8K | 0.05% | 162 |
|
|
2020
Q3 | $153K | Hold |
272
| – | – | 0.04% | 175 |
|
|
2020
Q2 | $148K | Sell |
272
-63
| -19% | -$34.3K | 0.04% | 175 |
|
|
2020
Q1 | $147K | Buy |
335
+72
| +27% | +$31.6K | 0.05% | 150 |
|
|
2019
Q4 | $131K | Buy |
263
+89
| +51% | +$44.3K | 0.04% | 186 |
|
|
2019
Q3 | $77K | Sell |
174
-10
| -5% | -$4.43K | 0.02% | 250 |
|
|
2019
Q2 | $86K | Buy |
184
+21
| +13% | +$9.82K | 0.03% | 225 |
|
|
2019
Q1 | $69K | Sell |
163
-34
| -17% | -$14.4K | 0.02% | 234 |
|
|
2018
Q4 | $77K | Buy |
+197
| New | +$77K | 0.03% | 207 |
|